Dell’s West Coast approach to selling AI infrastructure is shifting as Silicon Valley buyers move from AI pilots to production and prefer building their own stacks.
NVIDIA announced at the OCP Global Summit a set of open architecture contributions and software components to help standardize AI factory infrastructure across compute, networking, power, and cooling. The update includes MGX 1.2 support for rack deployments up to 250kW. As a result, operators and partners can build and scale AI factories using shared specifications and DSX AI Factory open software instead of relying on proprietary designs.
Nuvacore, a Sequoia-backed startup, is reportedly raising money at a roughly $2.5B valuation despite having no product yet. Investors would be asked to price its general-purpose CPU approach, with Reuters adding that the round had not closed and the amount and terms could change. The push is meant to accelerate AI data-centre demand for CPUs, with a first WarpCore benchmark expected to determine whether this CPU-first plan works.
Microsoft announced its third-generation Maia 300 in-house AI inference chip as the primary inference system for its products and services. It targets 40% more tokens per megawatt than leading GPU-based systems. Maia 300 will begin rolling out to production in 2027, reducing Microsoft’s reliance on Nvidia GPUs for inference workloads.
Nvidia is in talks to acquire Reflection AI or increase its stake after considering options including a full buyout or an acqui-hire arrangement. The talks were reported by the Financial Times and could result in a deal within weeks. If completed, Nvidia would expand from selling AI chips into owning more of an open-weight model business through either a technology-licensing and hiring deal or a purchase.
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